Top 6 Must Needed CRM Automations

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Transcript of Top 6 Must Needed CRM Automations

Page 1: Top 6 Must Needed CRM Automations
Page 2: Top 6 Must Needed CRM Automations

Customer Relationship Management

It encompasses various methodologies that  improve customer experiences and thereby improving business strategies,

customer retention and sales

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CRM as a Software

Improve management and access to the data

Scans various media to scrap customer interaction

Responsible for automating various workflows

Tracking the business performance and growth

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Top 6 Customer Relationship Management

Automations

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1Contact Entry Automation

o Dun and Bradstreet’s 2016 marketing benchmark report says, outdated contact leads to 3-4% of the data decays per month

o This involves collection of contact information should contain leads from both real and virtual world

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2Sales Management Automation

o CRM tools must automate segmentation of leads based on their individual interests and needs and also keep the leads engaged using various modes of communication

o Scoring based on customer interaction  makes it capable to adjust the segmentation and the engagement procedures

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3Business Process Automation

o This CRM tool can assist in helping other business processes inside the company getting in line with the customer interactions

o Automating all these workflows would not only ease the process but also improve the overall business procedures

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4Forecasting and Analytics Automation

o A CRM tool is expected to analyze various customer patternso And also provide automated insights using advanced but

trustworthy analyticso The reports should be easily readable, with more visual

reporting

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5Customer Service Automation

o This automation takes care of identifying requests in social media posts and then directs it to customer services for further actions

o It can understand what exactly a customer wants and provide the sales team with an alert or action items

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6On-boarding & Location-based Service Automation

o Automation can help to speed up the process of on-boarding a new recruit by making it simpler for them to follow each step in the sales cycle

o Targeting customers based on their geographic locations is the best way of engaging a customer and gaining their trust deeply which is available in many CRM systems

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So, is your business ready to reap more benefits with these automations?

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Suyati provides marketing technology and integration services for companies that wish to combine the best of breed solutions and create a unified approach to customer acquisition. This unified digital marketing approach requires system integration between various CMS and CRM platforms, and a slew of eCommerce, Marketing Automation, Social Media Listening, email and social marketing, and customer service systems. Our specialized knowledge in Salesforce, open source and .Net based systems enables us to build effective custom integrated solutions for our clients.